SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 486 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,307 | -83.9% | 640 | -83.2% | 0.00% | -82.4% |
| Q2 2023 | $175,823 | -8.1% | 3,809 | -6.6% | 0.02% | -26.1% |
| Q1 2023 | $191,393 | +9.0% | 4,080 | +6.1% | 0.02% | +9.5% |
| Q4 2022 | $175,570 | -0.2% | 3,846 | -0.9% | 0.02% | -8.7% |
| Q3 2022 | $176,000 | -27.3% | 3,880 | -23.1% | 0.02% | -20.7% |
| Q2 2022 | $242,000 | +11.0% | 5,047 | +17.3% | 0.03% | +20.8% |
| Q1 2022 | $218,000 | -20.1% | 4,301 | -15.1% | 0.02% | -25.0% |
| Q4 2021 | $273,000 | -0.7% | 5,065 | 0.0% | 0.03% | -8.6% |
| Q3 2021 | $275,000 | -0.7% | 5,065 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $277,000 | +13.5% | 5,065 | +12.2% | 0.04% | +2.9% |
| Q1 2021 | $244,000 | +0.8% | 4,515 | +4.6% | 0.03% | -5.6% |
| Q4 2020 | $242,000 | -3.6% | 4,315 | -3.4% | 0.04% | -23.4% |
| Q3 2020 | $251,000 | -3.5% | 4,469 | -3.3% | 0.05% | -11.3% |
| Q2 2020 | $260,000 | +13.0% | 4,621 | +7.5% | 0.05% | -14.5% |
| Q4 2019 | $230,000 | +15.0% | 4,300 | +15.5% | 0.06% | +10.7% |
| Q3 2019 | $200,000 | +1.5% | 3,722 | 0.0% | 0.06% | -6.7% |
| Q2 2019 | $197,000 | +2.1% | 3,722 | 0.0% | 0.06% | -16.7% |
| Q1 2019 | $193,000 | -79.4% | 3,722 | -79.9% | 0.07% | -82.0% |
| Q4 2018 | $938,000 | +11.4% | 18,533 | +10.6% | 0.40% | +1.8% |
| Q3 2018 | $842,000 | -1.4% | 16,750 | -0.7% | 0.39% | -7.7% |
| Q2 2018 | $854,000 | +0.8% | 16,867 | +1.7% | 0.43% | -9.7% |
| Q1 2018 | $847,000 | +23.3% | 16,593 | +25.6% | 0.47% | +17.4% |
| Q4 2017 | $687,000 | -10.3% | 13,208 | -9.7% | 0.40% | -14.3% |
| Q3 2017 | $766,000 | -37.9% | 14,631 | -38.0% | 0.47% | -42.2% |
| Q2 2017 | $1,234,000 | +43.0% | 23,616 | +41.8% | 0.81% | +28.4% |
| Q1 2017 | $863,000 | +1.4% | 16,654 | +0.8% | 0.63% | -14.1% |
| Q4 2016 | $851,000 | – | 16,518 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 268,217 | $14,044,000 | 14.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 324,212 | $16,976,000 | 12.72% |
| BSW Wealth Partners | 119,908 | $6,278,000 | 5.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 221,969 | $11,622,000 | 4.58% |
| PRING TURNER CAPITAL GROUP INC | 75,915 | $3,975,000 | 4.17% |
| Courage Miller Partners, LLC | 80,088 | $4,193,000 | 3.47% |
| Apriem Advisors | 139,080 | $7,282,000 | 2.68% |
| SVA Wealth Management, LLC | 137,291 | $7,189,000 | 2.61% |
| Landmark Financial Advisors, LLC | 37,773 | $1,977,000 | 2.04% |
| Tuttle Capital Management, LLC | 60,513 | $3,168,000 | 2.00% |